Independent Order of Foresters’s Vanguard Information Technology ETF VGT Stock Holding History

Independent Order of Foresters’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-66,840	Closed	-$4.9M	–	8
2024 Q3	$4.9M	Hold	66,840	–	–	2.83%	4
2024 Q2	$4.82M	Hold	66,840	–	–	2.97%	4
2024 Q1	$4.38M	Sell	66,840 -6,088	-8%	-$386K	2.79%	4
2023 Q4	$4.41M	Hold	72,928	–	–	2.82%	4
2023 Q3	$3.78M	Hold	72,928	–	–	2.7%	4
2023 Q2	$4.03M	Hold	72,928	–	–	2.76%	4
2023 Q1	$3.51M	Hold	72,928	–	–	2.6%	5
2022 Q4	$2.91M	Hold	72,928	–	–	2.33%	6
2022 Q3	$2.8M	Hold	72,928	–	–	2.4%	6
2022 Q2	$2.98M	Sell	72,928 -11,200	-13%	-$504K	2.42%	6
2022 Q1	$4.38M	Hold	84,128	–	–	2.57%	5
2021 Q4	$4.82M	Hold	84,128	–	–	2.67%	5
2021 Q3	$4.22M	Sell	84,128 -4,720	-5%	-$245K	2.52%	5
2021 Q2	$4.43M	Hold	88,848	–	–	2.5%	3
2021 Q1	$3.98M	Sell	88,848 -9,888	-10%	-$445K	2.42%	4
2020 Q4	$4.37M	Hold	98,736	–	–	2.57%	4
2020 Q3	$3.84M	Hold	98,736	–	–	2.6%	4
2020 Q2	$3.44M	Buy	+98,736	New	+$3.08M	2.52%	4

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Order of Foresters's VGT Position: Q4 2024 in Review

Independent Order of Foresters sold out of Vanguard Information Technology ETF (VGT) in Q4 2024, closing a stake of 66,840 shares — an estimated $4.9M sold.

Independent Order of Foresters first reported a position in VGT in Q2 2020 and held it in 18 quarters. The position peaked at $4.9M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VGT as of Q4 2024.

Independent Order of Foresters reported no remaining Vanguard Information Technology ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 66,840 Vanguard Information Technology ETF shares in Q4 2024, an estimated $4.9M.
Independent Order of Foresters first reported a position in Vanguard Information Technology ETF in Q2 2020 and held it in 18 quarters.
Independent Order of Foresters's Vanguard Information Technology ETF position peaked at $4.9M in Q3 2024.
1,735 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.